Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Sample Portfolio
Sample Portfolio Analysis
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about Bros
Recent news which mentions Bros
< Previous
1
2
3
4
5
6
7
8
9
...
26
27
Next >
This Digital Realty Trust Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Wednesday
May 14, 2025
Tickers
BROS
DLR
EH
ENVA
Tags
Trading Ideas
Markets
LEU
From
Benzinga
Prediction: Dutch Bros Long-Term Prospects Will Outweigh Any Consumer Slowdown
May 13, 2025
Tickers
BROS
Tags
Market News
Recent Press Releases
BROS
From
Motley Fool
Restaurant Stocks Rebound As US–China Tariff Truce Offers Sector Relief: What's Going On?
May 12, 2025
Tickers
BROS
CAVA
CBRL
NEWS
Tags
Benzinga
why it's moving
BROS
From
Benzinga
Why Dutch Bros Stock Jumped 10% Today
May 08, 2025
Tickers
BROS
Tags
BROS
Market News
Recent Press Releases
From
Motley Fool
Demystifying Dutch Bros: Insights From 18 Analyst Reviews
May 08, 2025
Tickers
BROS
Tags
BZI/AAR
BROS
Benzinga
From
Benzinga
Dutch Bros Stock Climbs After Better-Than-Expected Q1 Report
May 07, 2025
Tickers
BROS
NEWS
Tags
Restaurants
Market News
Movers
From
Benzinga
Dutch Bros Q1 Earnings Preview: Will 13% Foot-Traffic Growth Lead To Another Blockbuster Quarter?
May 07, 2025
Tickers
BROS
NEWS
Tags
Placer/ai
Earnings
BROS
From
Benzinga
Earnings Scheduled For May 7, 2025
May 07, 2025
Tickers
ACAD
ACDC
ACRE
ACVA
Tags
LFST
CPA
ARIS
From
Benzinga
And Here's Another Reason to Buy Dutch Bros Stock
May 04, 2025
Tickers
BROS
SBUX
Tags
BROS
Market News
Recent Press Releases
From
Motley Fool
Kentucky Derby 2025: How To Watch, Betting Odds, And Horses Backed By Dutch Bros Founder, John Malone, George Soros
May 02, 2025
Tickers
BROS
CHDN
CMCSA
DKNG
Tags
Mike Repole
Benzinga
LBTYA
From
Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
April 30, 2025
Tickers
AMZN
BABA
BROS
EAT
Tags
ETSY
TSLA
Benzinga
From
Benzinga
3 Reasons to Buy Dutch Bros Stock Like There's No Tomorrow
April 29, 2025
Tickers
BROS
Tags
BROS
Market News
Recent Press Releases
From
Motley Fool
3 Brilliant Growth Stocks to Buy Now and Hold for the Long Term
April 29, 2025
Tickers
BROS
ELF
NU
Tags
Market News
NU
Recent Press Releases
From
Motley Fool
Stock-Market Correction: 1 Brilliant Growth Stock Down 28% to Buy on the Dip
April 29, 2025
Tickers
BROS
Tags
Market News
Recent Press Releases
BROS
From
Motley Fool
Starbucks Q2 Earnings Preview: Will Results Show Turnaround Progress?
April 28, 2025
Tickers
BROS
SBUX
Tags
SBUX
Benzinga
Previews
From
Benzinga
3 Super Stocks to Buy and Hold for the Next 10 Years
April 28, 2025
Tickers
AXON
BROS
MELI
Tags
BROS
Market News
MELI
From
Motley Fool
Between Dutch Bros and Starbucks, What Is the Best Stock to Buy Right Now?
April 26, 2025
Tickers
BROS
SBUX
Tags
BROS
Market News
Recent Press Releases
From
Motley Fool
Dutch Bros Stock Sell-Off: Should You Buy the Dip?
April 25, 2025
Tickers
BROS
SBUX
Tags
SBUX
Market News
Recent Press Releases
From
Motley Fool
Tariff Pressures Could Reshape Restaurant Buildout Economics, Says Analyst
April 21, 2025
Tickers
BROS
CAVA
CMG
FWRG
Tags
Briefs
SHAK
AI Generated
From
Benzinga
Restaurant Sector Q1 Volatilty From Weather, Inflation — Analyst Lowers Price Targets
April 21, 2025
Tickers
BLMN
BROS
CAKE
CBRL
Tags
Deflation
WING
SBUX
From
Benzinga
3 Great Stocks Warren Buffett Probably Can't Buy, But You Can
April 20, 2025
Tickers
BRK-A
BRK-B
BROS
FUBO
Tags
BRK/A
BRK/B
Market News
From
Motley Fool
1 Growth Stock Down 35% to Buy Right Now
April 14, 2025
Tickers
BROS
Tags
BROS
Recent Press Releases
Market News
From
Motley Fool
Meet the Monster Stock That Continues to Crush the Market
April 13, 2025
Tickers
BROS
Tags
BROS
Market News
Recent Press Releases
From
Motley Fool
3 Reasons Dutch Bros Is the Stock to Watch in 2025
April 12, 2025
Tickers
BROS
Tags
BROS
Recent Press Releases
Market News
From
Motley Fool
Where Will Dutch Bros Stock Be in 3 Years?
April 12, 2025
Tickers
BROS
COST
Tags
Market News
Recent Press Releases
COST
From
Motley Fool
Should You Buy Dutch Bros Stock on the Dip?
April 12, 2025
Tickers
BROS
Tags
BROS
Recent Press Releases
Market News
From
Motley Fool
Is Dutch Bros Stock a Buy, Sell, or Hold in 2025?
April 12, 2025
Tickers
BROS
Tags
Market News
Recent Press Releases
BROS
From
Motley Fool
Prediction: These 2 Stocks Will Crush the S&P 500 Over the Next 3 Years
April 11, 2025
Tickers
BROS
TTWO
Tags
Market News
Recent Press Releases
TTWO
From
Motley Fool
Why Dutch Bros Stock Rallied This Week
April 10, 2025
Tickers
BROS
Tags
Market News
Recent Press Releases
BROS
From
Motley Fool
1 Growth Stock Down 37% to Buy Right Now
April 09, 2025
Tickers
BROS
Tags
BROS
Market News
Recent Press Releases
From
Motley Fool
< Previous
1
2
3
4
5
6
7
8
9
...
26
27
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.